Quicken asks me how to add a new cash transaction that I downloaded into my brokerage acccount



1.In the Downloaded Transactions list, accept the new cash transaction.

2.Then, in the Add New Cash Transaction dialog, select one of the following:

• Select Create a transfer from another account to identify the transaction as a transfer from another account. Select an account from the drop-down list.

• Select Assign an income or expense category to identify the transaction as income or expense.

• Select Neither to identify the transaction as a transfer from within this account. No cash balances will be changed.

3.Click OK.

Notes

If one of your holdings has recently initiated a corporate spin-off, this cash transaction may have come from the spin-off. If you think this case might apply, read the Corporate Securities Spin-Off topic before accepting the new cash transaction.

 

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.